Kovack Advisors’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.8M Sell
18,777
-345
-2% -$35.2K 0.09% 232
2026
Q1
$1.85M Sell
19,122
-6,314
-25% -$667K 0.1% 209
2025
Q4
$2.89M Buy
25,436
+6,836
+37% +$753K 0.13% 135
2025
Q3
$2.13M Sell
18,600
-3,377
-15% -$398K 0.2% 97
2025
Q2
$2.73M Buy
21,977
+4,174
+23% +$434K 0.27% 78
2025
Q1
$1.76M Sell
17,803
-768
-4% -$82.5K 0.19% 107
2024
Q4
$2.07M Buy
18,571
+1,723
+10% +$181K 0.2% 85
2024
Q3
$1.62M Buy
16,848
+3,642
+28% +$335K 0.17% 106
2024
Q2
$1.31M Sell
13,206
-2,633
-17% -$283K 0.14% 140
2024
Q1
$1.94M Sell
15,839
-1,447
-8% -$151K 0.23% 91
2023
Q4
$1.56M Buy
17,286
+94
+0.5% +$8.29K 0.19% 116
2023
Q3
$1.39M Sell
17,192
-1,603
-9% -$137K 0.19% 114
2023
Q2
$1.68M Sell
18,795
-794
-4% -$75.2K 0.22% 98
2023
Q1
$1.96M Buy
19,589
+789
+4% +$79.5K 0.27% 77
2022
Q4
$1.63M Sell
18,800
-3,762
-17% -$360K 0.24% 96
2022
Q3
$2.13M Sell
22,562
-206
-0.9% -$22K 0.31% 66
2022
Q2
$2.15M Sell
22,768
-1,073
-5% -$119K 0.28% 83
2022
Q1
$3.27M Sell
23,841
-649
-3% -$93.8K 0.34% 58
2021
Q4
$3.79M Buy
24,490
+1,028
+4% +$166K 0.37% 53
2021
Q3
$3.97M Buy
23,462
+2,518
+12% +$449K 0.43% 35
2021
Q2
$3.68M Sell
20,944
-99
-0.5% -$17.8K 0.42% 51
2021
Q1
$3.88M Buy
21,043
+923
+5% +$170K 0.5% 38
2020
Q4
$3.65M Buy
20,120
+2,180
+12% +$313K 0.52% 34
2020
Q3
$2.23M Sell
17,940
-1,128
-6% -$141K 0.4% 62
2020
Q2
$2.13M Sell
19,068
-480
-2% -$53K 0.41% 59
2020
Q1
$1.89M Sell
19,548
-765
-4% -$96.7K 0.44% 60
2019
Q4
$2.94M Buy
20,313
+1,645
+9% +$230K 0.53% 39
2019
Q3
$2.43M Buy
18,668
+4,080
+28% +$564K 0.5% 45
2019
Q2
$2.04M Sell
14,588
-3,043
-17% -$404K 0.47% 49
2019
Q1
$1.96M Buy
17,631
+980
+6% +$110K 0.49% 45
2018
Q4
$1.83M Buy
16,651
+1,697
+11% +$193K 0.53% 39
2018
Q3
$1.75M Buy
14,954
+2,057
+16% +$229K 0.45% 50
2018
Q2
$1.35M Sell
12,897
-1,646
-11% -$168K 0.38% 57
2018
Q1
$1.46M Buy
14,543
+1,730
+14% +$184K 0.37% 57
2017
Q4
$1.38M Sell
12,813
-1,182
-8% -$122K 0.35% 61
2017
Q3
$1.38M Sell
13,995
-7,016
-33% -$722K 0.46% 46
2017
Q2
$2.23M Buy
21,011
+2,656
+14% +$291K 0.7% 20
2017
Q1
$2.08M Sell
18,355
-4,506
-20% -$496K 0.81% 20
2016
Q4
$2.38M Sell
22,861
-641
-3% -$62.5K 1.13% 15
2016
Q3
$2.18M Buy
23,502
+9,703
+70% +$929K 1.06% 17
2016
Q2
$1.35M Buy
13,799
+869
+7% +$86.9K 0.72% 30
2016
Q1
$1.28M Buy
12,930
+325
+3% +$31.4K 0.8% 28
2015
Q4
$1.32M Buy
12,605
+1,869
+17% +$208K 0.87% 24
2015
Q3
$1.1M Buy
10,736
+5,552
+107% +$605K 0.77% 30
2015
Q2
$592K Buy
5,184
+304
+6% +$33.4K 0.42% 55
2015
Q1
$512K Buy
4,880
+780
+19% +$78.7K 0.43% 55
2014
Q4
$386K Buy
4,100
+1,395
+52% +$126K 0.4% 61
2014
Q3
$241K Sell
2,705
-271
-9% -$23.9K 0.35% 75
2014
Q2
$255K Buy
+2,976
New +$243K 0.37% 61

Other funds holding DIS

Kovack Advisors's DIS Position: Q2 2026 in Review

Kovack Advisors reduced its Walt Disney (DIS) stake by 1.8% in Q2 2026, selling an estimated $35.2K and leaving 18,777 shares worth $1.8M. The position accounts for 0.09% of the portfolio, ranked #232.

Kovack Advisors first reported a position in DIS in Q2 2014 and has held it in 49 quarters since. The position peaked at $3.97M in Q3 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Kovack Advisors held 18,777 shares of Walt Disney worth $1.8M as of Q2 2026.
  • Kovack Advisors sold 345 Walt Disney shares in Q2 2026, an estimated $35.2K.
  • Walt Disney made up 0.09% of Kovack Advisors's portfolio in Q2 2026, its #232 holding.
  • Kovack Advisors first reported a position in Walt Disney in Q2 2014 and has held it in 49 quarters since.
  • Kovack Advisors's Walt Disney position peaked at $3.97M in Q3 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.